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Ishares Tr core intl aggr shares owned by Lifelong Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Lifelong Wealth Advisors from 13F filings

Historical chart of Lifelong Wealth Advisors investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core intl aggr held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core intl aggr by Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 21k 51.23
2025-06-30 $1.0M 20k 51.09

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Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Oracle Corporation (ORCL)
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Ishares Tr Eafe Value Etf (EFV)
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Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)

View all positions for Lifelong Wealth Advisors

Top funds holding Ishares Tr core intl aggr

Envestnet Asset Management
Jpmorgan Chase & Co
BlackRock
Financial Engines Advisors L.L.C
LPL Financial
Matson Money
Bnp Paribas Investment Partners
WealthNavi
Mather Group
Ameriprise Financial
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
CWM
Cetera Investment Advisers
SageView Advisory Group

View all funds holding Ishares Tr core intl aggr